All Episodes
You & Your Money — 202 episodes
Business Owner's Mid-Year Financial Gut Check
Market Update | June 2026
Teaching Financial Literacy to Heirs: The Missing Link in Generational Wealth
Gifts for Grads More Valuable Than Cash
The Economic Impacts of War: What History Tells Us
What You Should Know About AI Driven Financial Insights in 2026
Market Update | May 2026
Alternative Investments: Are They A Good Choice for Next Generation High Net Worth Investors?
5 Steps to Build Financial Confidence
Business Succession and Family Wealth Planning | Getting Ahead of The Great Wealth Transfer
Economic Impacts of The War in Iran
Market Update | April 2026
The Future of Generational Wealth | Getting Ahead of The Great Wealth Transfer
Political Unrest and Market Trends: What Does History Tell Us?
The $84 Trillion Women's Wealth Transfer | Getting Ahead of The Great Wealth Transfer
Market Update | March 2026
New Things to Know About Creating Generational Wealth | Getting Ahead of The Great Wealth Transfer
How OBBBA Changes Coming in 2026 Will Affect Your Finances
Getting Ahead of The Great Wealth Transfer: What to Know and Do Now
Market Update | February 2026
How to Minimize Your 2026 Tax Bill
2026 Retirement Planning Checklist
Artificial Intelligence and the Future of Jobs: What It Might Mean for the Economy and Markets
Market Update | January 2026
How to Prioritize Your 2026 Financial Goals
2026 Tax Season: What to Know & How to Prepare
2025 Year In Review
Market Update | December 2025
Beyond Giving Tuesday: Charitable Giving for Maximum Impact & Tax Benefits
The New Things to Know About Building Generational Wealth
Untangling Headlines from Reality When Making Financial Decisions
Market Update - November 2025
How to Plan for The Cost of Growing Old
Why Q4 Investment Portfolio Positioning Matters More Than Ever
Market Update – October 2025
Your Year-End Financial Checklist
6 OBBBA Tax Wins for Small Business Owners
How Millennials and Gen Z Could Benefit from the One Big Beautiful Bill Act (OBBBA)
FICO's New Credit Scoring Model and How It Could Affect Your Financial Health
Market Update - September 2025
How to Keep Rising Healthcare Costs From Killing Your Retirement
How Stocks Have Overcome A "Wall of Worry" in 2025
Market Update | August 2025
What Executives Retiring in The Next 5 Years Need to Know Now
What Financial Freedom Really Means, And How to Achieve It
Unpacking the Big Beautiful Bill Act
Why It's Critical to Do A Midyear Financial Checkup in 2025
Market Update | July 2025
Best Investment Options for Your Emergency Fund
What to Know About Business Interruption Insurance
3 Steps to Financial Freedom
How to Live Well Now While Planning for the Future
Market Update | June 2025
529 Plan Most Frequent Q&As
Riding the Tariffs Rollercoaster
Market Update | May 2025
How to Save More, and Teach Kids to as Well
Best Way to Make a Financial Plan for College
Are ESG Funds a Good Investment?
Market Update | April 2025
Financial Impacts of Trumps First 60 Days
Lessons for Uncertain Times – Reflecting on The Pandemic, 5 Years Later
How to Manage a Windfall
Introducing Jonathan Mathews
Market Update | March 2025
Financial Empowerment Tips for Women Business Owners
How to Avoid Financial Scams at Tax Time and Beyond
Impacts if the Tax Cuts and Jobs Act is Allowed to Expire
4 Financial Red Flags In A Relationship
Monthly Market Update: February 2025
The Unique Estate Planning Challenges That Women Face
3 Big Changes to Retirement Savings Rules in 2025
The Retire and Relocate Strategy
2025 Financial Outlook
Monthly Market Update: January 2025
Tax Implications of Receiving an Inheritance
How to Gift Others With a Rich Life
Financial Year in Review
Gifting vs Inheritance
Market Update | December 2024
How to Give More to The Charities You Want to Support
Market Update | November 2024
Trump Presidency 2.0: What It Could Mean for the Financial Markets
Dealing With the Financial Impacts of A Serious Diagnosis
New Option to Help Pay Off Student Debt Faster
Monthly Market Update | October, 2024
AI's Effects on Financial Management
The Presidential Candidates On The Economy
Dividing Assets at Divorce: What to Know
Market Update | September 2024
Market Update | August 2024
Why Bonds Should Be Part of Your Retirement Portfolio
Smart Mid Year Money Moves
How to Choose Which Business Structure is Best for Your Business
When to Invest Back Into Markets After Interest Rates Are High
July Market Update
Planning Your Retirement Lifestyle
2024 Mid Year Outlook
3 Steps To Financial Freedom
Monthly Market Update | June, 2024
5 Tips for Managing A Large Inheritance
Best Ways to Save for College
Monthly Market Update | May, 2024
Is It Better To Save or Invest?
Yes, It’s An Election Year – But Markets Don’t Play Politics
Tips for Teaching Kids Financial Literacy
Monthly Market Update | April, 2024
Stocks Are Up: What To Do Now
Owe Taxes? Do This Before You File and Save...
How to Save Taxes on Your Investments
Financial Advice for Women, from Women
Market Update | March, 2024
Why You Should Plan Taxes 2 Years at a Time
How to Afford Seasonal Living
529 Tax Plan Benefits & Financial Aid Awareness Month
Market Update | February, 2024
How Business Owners Can Use AI to Achieve a Bigger Bottom Line
Interest Rates, Investments & Innovation: A Look Ahead at 2024
5 Tips for Setting Your Financial Strategy for 2024
Market Update | January, 2024
The Most Impactful Financial Changes of 2023
2023 Bright Spots for Investors Despite Volatile Markets
Monthly Market Update | December, 2023
Phantom Stock Compensation: What it Is and What to Know
The 4 Best Coupon & Comparison Shopping Apps
Top End-of-Year Financial Moves for 2023
Monthly Market Update | November, 2023
The Pros and Cons of Rising Interest Rates
The Most Critical Component for Wealth Building
How the Extension on Roth Catch-Up Contributions Could Totally Change Your Retirement
Monthly Market Update | October, 2023
Long Term Care Planning Tips & Cost Saving Strategies
The Nation's Credit Rating was Downgraded & Interest Rates Were Raised: What That Means For You
Monthly Market Update | September, 2023
Why Now Is A Great Time for Business Owners to Start a Retirement Plan
Navigate Paying Off Your Child's Student Loans: 5 Things To Consider
Estate Tax Changes Are Coming: 5 Ways To Prepare Now to Minimize Impact on Your Wealth
More Control, Less Taxes & More: Why & How to Establish A Trust
Monthly Market Update | August, 2023
Why Everyone Needs an Inheritance Strategy
When and How to Update Your Retirement Plan
Worried About Your 401(k) & Other Investments? Understanding Systemic Risk Can Help
Monthly Market Update | July, 2023
5 Tips for Investing In a Down Market
5 Steps to Managing an Inheritance for High-Net-Worth Individuals
What Professionals Should Do Before Leaving A Job
Retirement Strategy: Money & Longevity
Monthly Market Update | June, 2023
Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider
An Update on Student Loan Forgiveness
Woman, Mother, Professional: 6 Tips to Help Working Moms Optimize Work-Life Balance
Monthly Market Update | May, 2023
Financial Planning for Divorce
Think ESG Investing
Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth
Monthly Market Update | April, 2023
10 Steps to Avoiding a Small Business Audit
Women & Finance
Quality-Focused Growth Continues: Second Office Opens in Tolland
Monthly Market Update | March, 2023
5 Steps to Financial Empowerment for Women
How to Minimize Taxes While Transferring Wealth
Tax Changes You Need to Know About for 2022
Monthly Market Update | February, 2023
How (and Why) to Empower Employee Financial Wellness
7 Financial Moves to Make 2023 Less Stressful
Monthly Market Update | January, 2023
5 Signs Your Business May Be Facing a Cash Flow Crisis
End-of-the-Year Money Moves
WHZ Market Update: December, 2022
What Family Caregivers Need to Know About Retiring Early
Monthly Market Update | November, 2022
Investments Aren't Enough – Here's Why
Don't Make Inflation Worse By Falling for The "Money Illusion"
5 Mistakes Millennials Are Making With Their Retirement Accounts
WHZ Monthly Market Update: October, 2022
4 Things to Consider If You Want to Retire Early
Why Hybrid Retirement Might Be The Answer
Why You Need an Estate Plan Now (Even If You're Young)
Positive Changes for Retirement Could Be Coming
How Businesses Can Survive (and Even Thrive) During High Inflation
How We're Growing to Keep Helping You to Plan Well, Invest Well, Live Well™
Connecticut Business Owners: Are You Ready for the MyCTSavings Requirements?
Could Inflation Affect Your Retirement Plans?
Funding Retirement vs. Children's College Education
What to Know About Investing in Small Businesses
Managing Stress During Market Volatility
Save the Planet While Saving for Retirement: Options for Eco-Conscious Investing
How to Build Up Your Credit (So You Can Build Out Your Life)
Counteract Inflation by Spring Cleaning Your Finances
Women and Finances: How to Empower Positive Change
4 Tips for Women Preparing for Single Retirement
Tax Strategies for High Earners
Love & Money: Practical Tips for Every Relationship Status
Should You Add Cryptocurrency to Your Retirement Savings Strategy?
How to Nix the "Behavior Gap" to Improve Your Finances
Retirement Savings & Budget Alert: 2022 Changes to IRAs, Social Security and Medicare
Smart Ways to Give to the Causes You Care About
Gifts That Help Loved Ones Live Well
How Major Life Events Could Affect Your Taxes
How to Turn Your Tax Bill Into Retirement Savings
Investment Planning After Retirement